Nicholas Levenstein & Company – Q3 2025 OKRs

Quarter Ends: September 30, 2025

Purpose: Guide our team’s focus toward capital growth, strategy innovation, new client acquisition, and quantitative rigor. These objectives are designed to deliver measurable results by the end of Q3 2025.

Objective 1: Raise $3,000,000 in New Capital

• KR1: Secure $3,000,000 in new capital commitments by September 30.
• KR2: Re-engage 5 past investors/donors, with a combined reinvestment target of at least $100,000.
• KR3: Every week: Generate 25+ qualified investor leads via events and LinkedIn, resulting in at least 5 serious follow-up meetings.
• KR4: By July 1: Begin sales dialogues using frameworks from Secrets of Question-Based Selling.
• KR5: By July 15: Hire a full-time LinkedIn outreach person to execute daily solicitation campaigns.

Objective 2: Launch 2 New Market-Neutral Trading Strategies

Setup Actions:

• Personally outline high-potential strategy concepts.
• Hire a specialist from Upwork or through known industry referrals.
• Attempt to reconnect with Joseph (previous contributor to similar models).

Key Results:

• KR1: Design and live-test 2 market-neutral strategies (e.g., condor + DeFi arbitrage), executing at least one trade per strategy.
• KR2: Deliver a positive P&L or hedge validation in each demo trade by September 30.
• KR3: Document each strategy with a one-page brief covering assumptions, execution rules, and risk parameters.
• KR4: Implement an algorithm (via code or platform tool) to automatically execute qualified trade signals.

Objective 3: Acquire First Corporate Finance Advisory Client

• KR1: Sign a new corporate finance advisory contract in the gaming industry before the end of the quarter.
• KR2: Conduct at least 3 pitch meetings or send formal proposals to qualified prospects in the gaming sector.
• KR3: Launch 1 event or collaboration with a law or accounting firm that serves gaming companies.

Objective 4: Complete Quantitative Review of Existing Strategies

• KR1: Publish an internal report analyzing IV vs. RV across key structures (condors, butterflies), including performance backtests.
• KR2: Solicit expert feedback from at least 3 outside quants via LinkedIn or Upwork and document their insights.
• KR3: Implement 2+ measurable improvements to strategy design or execution rules based on findings, and update internal documentation.

Daily Checklist – Erik Maulidan

Instructions: Erik is responsible for reviewing progress daily and reporting delays or stalls.

• ☐ Review CRM or lead spreadsheet: Are 25+ new leads being tracked weekly?
• ☐ Verify that the LinkedIn outreach staffer is active and messaging daily.
• ☐ Check re-engagement efforts: Has at least 1 past investor been contacted this week?
• ☐ Monitor strategy notes and trading logs for new idea or test trade updates.
• ☐ Confirm communication with Joseph or other qualified quants has occurred.
• ☐ Track activity for gaming sector pitches and any planned collaborative events.
• ☐ Confirm weekly updates to the quant review doc and expert outreach tracking.

Note: If any line item is stagnant for more than 3 business days, raise it with Nick directly.